Wealth Client Services Associate: Grow with Advisors

A respected wealth management firm in Richmond, VA is seeking an experienced Client Services Associate to enhance daily operations and client service activities. The role includes serving as the first point of contact for clients, assisting financial advisors, and maintaining accurate client records. Candidates should hold a Series 66 license or be able to obtain one quickly and have a strong background in financial services. This full-time position emphasizes organization and communication skills within a professional environment. #J-18808-Ljbffr